01522 501000
Gold Independent Financial Advisers Ltd. offers you access to Professional Investment Advice for whatever stage you are at to create wealth in a tax effective environment and achieve your investment goals. We have the ability to help you gain the lifestyle you want now and in the future.
Whether you are thinking about creating an investment portfolio or:
• Want a review to ensure your existing investment portfolio is being invested in the best way for your individual circumstances.
• Want investment advice on how to invest a lump sum.or how to save regularly for a lump sum in the future?
• Gold Independent Financial Advisers Ltd. will ensure you are provided with the best investment advice.
Investment Analysis
Gold Independent Financial Advisers Ltd. operates a systematic review process that ensures we recommend investment products from the whole of the Investments market that meet your portfolio requirements.
Your portfolio
Whether you wish to invest surplus income; a newly acquired lump sum or you require a review of an existing portfolio, Gold Independent Financial Advisers process contains the following elements:
• Detailed risk assessment so that any recommended investment products matches your attitude to risk and reward.
• An assessment of the goals you are trying to achieve within your time scale you are looking to invest for
• Aim to maximise tax efficiency
• Ongoing reviews on an agreed timescale basis or when your circumstances change
We aim to take the hassle and complexity out of the process for you, saving you time and helping you make smart, well informed decisions.
Give our Investment team a call on 01522 501000.
Gold IFA, 28a The Forum, North Hykham, Lincoln, LN6 8HW
Gold IFA is a trading style of Cashmore Financial Services Ltd. which is authorised and regulated by the Financial Services Authority. Ref No. 514179.
The FSA do not regulate will writing and personal lending services and some forms of mortgages and inheritance tax, planning services. The information and content of this web site is intended for UK consumers only and is subject to the UK regulatory regime. When we advise on general insurance products we usually select from a panel of providers.